Who We Are
We are a Northern Virginia-based financial planning firm providing unbiased, personalized and thoughtful guidance to assist clients in achieving their financial goals.
What We Do
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
There’s a link between debt and stress.
Military families face unique challenges, making personal finance even more critical.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How do the markets usually react to elections? Was the 2016 election any different?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
That big list of dreams and goals isn't the only way to look at your bucket list.